Filed April 3, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,071 | $209,336-78.0% | $197,124-76.6% | $137,256-66.4% |
| Participation rate | 88.2% | 87.3%+0.9pp | 86.7%+1.5pp | 80.0%+8.3pp |
| Annual return | 15.99% | 48.09%-32.1pp | 44.34%-28.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,711 | $6,591-74.0% | $6,227-72.5% | $4,156-58.8% |
| Participant deferral / active EE | $4,639 | $9,614-51.7% | $9,135-49.2% | $6,407-27.6% |
| Admin fee / account holder | $443 | $17,308-97.4% | $16,298-97.3% | $12,270-96.4% |